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6. Client Details and History

Learn how to access client details, next actions, Drake Portals features, notes, activity history, and staff assignment history in Workflow.
Other videos in this category:
4. Managing Returns in List View
Learn how to manage return cards in List View, including statuses, due dates, assignments, notes, payment status, and On Hold options.
3. Managing Return Cards in Board View
Learn how to manage return cards in Board View, including statuses, due dates, assignments, notes, payment status, and On Hold options.
2. Understanding Your Workflow
Learn how Drake Workflow organizes returns by tax year, stage, and status, and how work items and color indicators help you monitor return progress.